Foundry Wafer Demand by Top 6 Chipmakers, Q1 2026
Why This Report Matters
As AI, HPC, and next-generation consumer devices drive demand for leading-edge semiconductors, wafer consumption at advanced process nodes has become a critical indicator of future foundry demand and capacity requirements. Understanding the product roadmaps and manufacturing needs of major fabless and IDM chipmakers is increasingly important for foundries, semiconductor suppliers, equipment vendors, and investors.
This report provides a detailed analysis of advanced-node wafer demand from six leading semiconductor companies: Apple, Qualcomm, MediaTek, NVIDIA, AMD, and Intel. Covering the period from 2023 to 2031, the report examines demand trends across key applications, including smartphone application processors (AP SoCs), AI GPUs, PC processors, and tablet chipsets. It offers valuable insights into how evolving end-market demand and technology transitions will shape future wafer requirements and influence the competitive dynamics of the semiconductor industry.
Companies Covered
- Apple
- Qualcomm
- MediaTek
- NVIDIA
- AMD
- Intel
Published Date: June 23, 2026
Category
Industry
Semiconductors
Service
Foundry
Report Type
Report
Time Period
Quarterly
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Author
William Li
William is a Research Analyst in Semiconductor and Components team, based in Taiwan. He has over 8 years of experience in global PC (personal computer) and semiconductor market. Before Counterpoint, he was an equity research analyst at Credit Suisse, focused on both technology and non-technology sectors as well as supporting Taiwan equity market strategy research. Prior, he worked for a Taiwan PE fund as a research analyst covering semiconductor and downstream components sector.
David Wu
David Wu is a Research Associate at Counterpoint Research in Taiwan, dedicated to foundry and semiconductor research, providing insights into market trends and key industry developments. Prior to joining Counterpoint Research, he gained experience in Deal Advisory, Private Equity, and TMT Corporate Banking, where he built a solid foundation in industry research and financial analysis. David Wu holds a double bachelor’s degree in Accounting and International Business from National Chengchi University.
Shawn Zhang
Shawn is a Research Associate at Counterpoint Research. He has a strong academic background in semiconductor-related fields, holding both bachelor's and master's degrees in Electrical Engineering. Prior to joining Counterpoint Research, he served as a Research Assistant at the University of Texas at Austin, where he focused on integrated circuit (IC) design. He has a deep interest in the semiconductor industry and is driven by a passion for innovation and excellence in industry research. His technical foundation enables him to deliver in-depth insights that bridge engineering expertise with market intelligence.